Onboarding Specialist

Location: Winnipeg, MB

Reports to: Manager, Administration

Department: Administration

Position type: Full Time - 37.5 hours per week

Salary range : $50,000-$55,000

About Cardinal

Cardinal Capital Management is an employee-owned, Winnipegbased investment firm providing discretionary portfolio management and personalized wealth advisory services to high-networth families, foundations, corporations, and institutional clients.

Our reputation is built on disciplined investment management,

integrity, and long-term client relationships. We are committed to delivering exceptional outcomes for our clients while fostering a collaborative, skilled, and inclusive workplace.

Position Summary The Onboarding Specialist manages and coordinates all aspects of the client onboarding process, ensuring a seamless, efficient experience from account initiation through funding and completion.

This role is a key operational support function within the organization, working closely with the Business Development team,

custodians, referring agents, and internal departments to ensure accurate, timely account setup and asset transfers.

The successful candidate oversees the collection, preparation,

review, and administration of client documentation, ensuring all onboarding activities comply with internal procedures, regulatory requirements, and industry standards. This position requires exceptional attention to detail, strong organizational and communication skills, and the ability to manage multiple priorities in a fast-paced financial services environment.

The Onboarding Specialist plays a vital role in maintaining high service standards by proactively monitoring account progress,

resolving documentation deficiencies, tracking transfers, and providing regular status updates to stakeholders. In addition to onboarding responsibilities, the role supports ongoing client account maintenance, transaction processing, reporting, and general administrative operations.

Working collaboratively with the Business Development team and senior management, the Onboarding Specialist contributes to operational efficiency, client satisfaction,



and the firm's overall success and growth.

Qualifications & Skills

Postsecondary education in Business Administration, Finance,

Office Administration, or a related field is considered an asset

Previous experience in financial services, wealth management,

banking, or client onboarding is preferred

Strong attention to detail and excellent organizational and timemanagement skills

Ability to manage multiple priorities and meet deadlines in a fast-paced environment

Strong written and verbal communication skills

Proficiency in the Microsoft Office Suite, including Excel, Word,

and Outlook

Experience with CRM systems, financial platforms, or custodial systems is considered an asset

Ability to handle confidential information with professionalism and discretion

Robust problem-solving skills and proactive follow-up

Team-oriented mindset with the ability to work independently when required

Key Duties & Responsibilities

Specific duties and functions include, but are not limited to:

Client Onboarding & Account Administration

Coordinate and manage all aspects of the new account opening process from initiation to completion

Prepare Cardinal and custodian account-opening documentation accurately and efficiently

Assist referring agents and clients with the completion of onboarding documentation and requirements

Review submitted documentation for completeness and accuracy and follow up on deficiencies or outstanding requirements

Update and maintain internal systems with new client and account information

Ensure all onboarding activities are completed in compliance with internal policies and regulatory standards

Account Funding & Transfer Processing

Coordinate all tasks related to the initial funding of client accounts and transfer-in of client assets





Prepare Cardinal and custodian transfer documentation and related forms

Track and monitor transfer requests to ensure timely completion

Proactively follow up with custodians, financial institutions, and clients regarding outstanding transfers and documentation

Maintain accurate records of transfer activity and status updates within internal systems

Prepare and communicate ongoing transfer updates to the

Business Development team

Administrative & Operational Support

Provide general office and administrative support as needed

Assist with workflow coordination and operational processes

Participate in special projects, process improvements, and departmental initiatives

Complete additional duties and assignments as directed by management

Compensation & Benefits

Comprehensive health, dental, and wellness benefits.

RRSP matching.

Professional development and certification support.

Collaborative and supportive work environment.

Career Development

This role serves as a foundation for candidates seeking to build a career in wealth management operations. Cardinal actively supports ongoing education and professional development, and has a track record of promoting high-performing team members into expanded roles. In the past, employees in this position have successfully advanced into Client Servicing, Investments, and other business functions, creating clear pathways for internal growth and career development.

Our Commitment to Inclusion

Cardinal Capital Management is committed to fostering an inclusive,

diverse, and accessible workplace.

We encourage applicants of all backgrounds, cultures, genders, and abilities to apply.

How to Apply

If this opportunity aligns with your experience and career goals, please email your résumé and cover letter in confidence to: [email protected]

We thank all applicants for their interest. Only those selected for an interview will be contacted.

Pay: $50,000.00-$55,000.00 per year

Benefits

- Dental care
- Employee assistance program
- On-site parking
- RRSP match
- Vision care

Work Location: In person

📌 Onboarding Specialist (Winnipeg)
🏢 Cardinal Capital Management
📍 Winnipeg